Peter Robert Shulla
Investment adviser representative at Sentinel Advisory Group, LLC
20 yearsExperience
1 stateRegistered in
$320.8MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Sentinel Advisory Group, LLCJul 2024 to now
- Commonwealth Financial NetworkJul 2024 to Dec 2025
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jul 2024
- Northwestern Mutual Life Insurance CompanyJun 2005 to Jul 2024
- Nortwestern Mutual Investement Services, LLC.Jun 2005 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
Sentinel Advisory Group, LLC
$320.8MAssets managed
381Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5056484
- Firm CRD
- 338121